Client Candidate
Book And White Paper Request Form

We make a genuine offer to provide a complimentary copy of the Values-Based Financial Planning book and/or Smart Money Experience White Paper for Client Candidates who are genuinely seeking a Trusted Advisor relationship.

We hope that you appreciate that it would be inappropriate for us to make this offer to anyone who is not genuinely seeking an advisor or does not qualify for our services. We request that you provide the following information that will be kept confidential per the terms of our strict privacy statement (see below).

You Must be a United States resident to request the VBFP book.

Full Name:
Address:
City:
State:
Zip:
Country:
Email:
Phone:

You are requesting the:

Book White Paper Both Book & White Paper

Would you describe yourself as a:

Delegator looking for a Trusted Advisor to delegate my financial planning to. Collaborator looking for financial professionals to collaborate with. Do-It-Yourselfer looking for information from professionals.

What would be your most desired outcome from a Trusted Advisor relationship?

The highest possible rate of return on my investments. Someone to collaborate with so I can manage my money better. Being free to pursue a higher quality of life.

What range of assets do you currently have available to invest toward achieving your financial goals?

less than $500,000 $500,000 to $1 million $1 million to $5 million $5 million to $10 million more than $10 million